Global X S&P 500 Catholic Values ETF
CATH
182 hedge funds and large institutions have $439M invested in Global X S&P 500 Catholic Values ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 38 reducing their positions, and 16 closing their positions.
103% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 38
3.55% more ownership
Funds ownership: 47.97% → 51.52% (+3.5%)
6% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 16
1% less funds holding
Funds holding: 183 → 182 (-1)
12% less capital inflows, than outflows
Capital inflows: $36.2M | Capital outflows: $41.1M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fund Evaluation Group
Cincinnati,
Ohio
|
+$8.03M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.16M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.3M |
| 4 |
Commerce Bank
Kansas City,
Missouri
|
+$2.84M |
| 5 |
Morgan Stanley
New York
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$25.6M |
| 2 |
KeyBank National Association
Cleveland,
Ohio
|
-$4.63M |
| 3 |
Atlanta Consulting Group Advisors
Atlanta,
Georgia
|
-$2.71M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$927K |
CATH Hedge Fund Activity: Q1 2025 in Review
182 of the 7,489 institutional investors tracked by Wall St. Rank reported a position in Global X S&P 500 Catholic Values ETF (CATH) for Q1 2025, worth a combined $439M — down 5.7% from $466M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CATH positions and 16 closed out — a net gain of 1 holder — while 77 added to existing stakes and 38 trimmed.
The largest buyer was Fund Evaluation Group, adding an estimated $8.03M. The largest seller was Heck Capital Advisors, cutting an estimated $25.6M.
- 182 institutional investors held Global X S&P 500 Catholic Values ETF (CATH) as of Q1 2025, down from 183 in Q4 2024.
- Funds reported $439M of Global X S&P 500 Catholic Values ETF stock for Q1 2025, down 5.7% quarter-over-quarter.
- 17 funds opened new Global X S&P 500 Catholic Values ETF positions in Q1 2025 and 16 closed out, a net change of +1 holder.
- The largest Global X S&P 500 Catholic Values ETF buyer in Q1 2025 was Fund Evaluation Group, an estimated $8.03M added.
- The largest Global X S&P 500 Catholic Values ETF seller in Q1 2025 was Heck Capital Advisors, an estimated $25.6M sold.
Based on aggregated 13F filings for Q1 2025.